JP Morgan Chase’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

JP Morgan Chase’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$228K	Hold	3,285	–	–	﹤0.01%	5413
2025 Q4	$236K	Buy	3,285 +1,785	+119%	+$124K	﹤0.01%	5452
2025 Q3	$106K	Hold	1,500	–	–	﹤0.01%	5872
2025 Q2	$105K	Sell	1,500 -200	-12%	-$13.2K	﹤0.01%	5582
2025 Q1	$104K	Sell	1,700 -31	-2%	-$1.84K	﹤0.01%	5553
2024 Q4	$97.9K	Sell	1,731 -35	-2%	-$2.06K	﹤0.01%	5767
2024 Q3	$112K	Sell	1,766 -140	-7%	-$8.68K	﹤0.01%	5649
2024 Q2	$114K	Buy	1,906 +175	+10%	+$10.7K	﹤0.01%	5447
2024 Q1	$103K	Hold	1,731	–	–	﹤0.01%	5657
2023 Q4	$103K	Hold	1,731	–	–	﹤0.01%	5719
2023 Q3	$90.8K	Hold	1,731	–	–	﹤0.01%	5535
2023 Q2	$96.7K	Hold	1,731	–	–	﹤0.01%	5473
2023 Q1	$101K	Sell	1,731 -200	-10%	-$11.7K	﹤0.01%	5425
2022 Q4	$106K	Buy	1,931 +200	+12%	+$10.3K	﹤0.01%	5331
2022 Q3	$78K	Hold	1,731	–	–	﹤0.01%	5401
2022 Q2	$96K	Hold	1,731	–	–	﹤0.01%	5426
2022 Q1	$116K	Sell	1,731 -41	-2%	-$2.83K	﹤0.01%	5432
2021 Q4	$132K	Sell	1,772 -140	-7%	-$10.2K	﹤0.01%	5560
2021 Q3	$137K	Buy	1,912 +72	+4%	+$5.45K	﹤0.01%	5416
2021 Q2	$135K	Sell	1,840 -1,010	-35%	-$75.3K	﹤0.01%	5433
2021 Q1	$198K	Sell	2,850 -850	-23%	-$57.6K	﹤0.01%	5151
2020 Q4	$239K	Buy	3,700 +2,000	+118%	+$116K	﹤0.01%	4752
2020 Q3	$90K	Hold	1,700	–	–	﹤0.01%	4741
2020 Q2	$84K	Hold	1,700	–	–	﹤0.01%	4642
2020 Q1	$69K	Hold	1,700	–	–	﹤0.01%	4630
2019 Q4	$111K	Hold	1,700	–	–	﹤0.01%	4859
2019 Q3	$95K	Hold	1,700	–	–	﹤0.01%	4921
2019 Q2	$98K	Hold	1,700	–	–	﹤0.01%	4943
2019 Q1	$99K	Hold	1,700	–	–	﹤0.01%	4890
2018 Q4	$91K	Sell	1,700 -4,200	-71%	-$240K	﹤0.01%	4881
2018 Q3	$374K	Sell	5,900 -28,548	-83%	-$1.85M	﹤0.01%	4417
2018 Q2	$2.25M	Sell	34,448 -360	-1%	-$25.3K	﹤0.01%	3329
2018 Q1	$2.43M	Buy	34,808 +29,418	+546%	+$2.11M	﹤0.01%	3124
2017 Q4	$380K	Buy	5,390 +4,950	+1,125%	+$341K	﹤0.01%	4188
2017 Q3	$30K	Sell	440 -48	-10%	-$3.22K	﹤0.01%	4566
2017 Q2	$31K	Buy	488 +433	+787%	+$27.6K	﹤0.01%	4442
2017 Q1	$3K	Sell	55 -3,938	-99%	-$226K	﹤0.01%	4923
2016 Q4	$218K	Buy	3,993 +42	+1%	+$2.25K	﹤0.01%	4146
2016 Q3	$219K	Sell	3,951 -61,370	-94%	-$3.31M	﹤0.01%	3658
2016 Q2	$3.33M	Buy	65,321 +2,745	+4%	+$154K	﹤0.01%	2535
2016 Q1	$3.57M	Sell	62,576 -5,967	-9%	-$317K	﹤0.01%	2395
2015 Q4	$3.84M	Buy	68,543 +6,159	+10%	+$344K	﹤0.01%	2382
2015 Q3	$3.36M	Sell	62,384 -189	-0.3%	-$10.7K	﹤0.01%	2480
2015 Q2	$3.58M	Buy	62,573 +31,183	+99%	+$1.84M	﹤0.01%	2590
2015 Q1	$1.75M	Buy	31,390 +9,198	+41%	+$497K	﹤0.01%	2938
2014 Q4	$1.14M	Sell	22,192 -25,765	-54%	-$1.32M	﹤0.01%	3277
2014 Q3	$2.51M	Buy	47,957 +13,868	+41%	+$785K	﹤0.01%	2773
2014 Q2	$2.06M	Buy	+34,089	New	+$2.11M	﹤0.01%	2518

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

JP Morgan Chase's DFE Position: Q1 2026 in Review

JP Morgan Chase held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 3,285 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #5413.

JP Morgan Chase first reported a position in DFE in Q2 2014 and has held it in 48 quarters since. The position peaked at $3.84M in Q4 2015. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

JP Morgan Chase held 3,285 shares of WisdomTree Europe SmallCap Dividend Fund worth $228K as of Q1 2026.
JP Morgan Chase left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5413 holding.
JP Morgan Chase first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2014 and has held it in 48 quarters since.
JP Morgan Chase's WisdomTree Europe SmallCap Dividend Fund position peaked at $3.84M in Q4 2015.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.